See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,253 | $201,272-23.4% | $184,203-16.3% | $145,922+5.7% |
| Participation rate | 46.7% | 87.5%-40.8pp | 86.8%-40.2pp | 80.3%-33.6pp |
| Annual return | 23.93% | 29.00%-5.1pp | 28.81%-4.9pp | 561.29%-537.4pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $5,316 | $9,806-45.8% | $9,131-41.8% | $6,688-20.5% |
| Admin fee / account holder | $1,297 | $16,364-92.1% | $13,901-90.7% | $13,397-90.3% |